Retirement Planning
Personal or Individual Pension Plans
These tax efficient investment plans are designed for people to save for their retirement to provide a tax-free lump sum and regular pension with a variety of investment options
Stakeholder Pensions
Introduced by the Government in 2001 to encourage people to save for their retirement in a tax efficient and flexible way within a low charged contract. Normally any UK resident under the age of 75 can take out a Stakeholder plan and allows you to vary the amounts and frequency of payments as required
Self Invested Personal Pension (SIPP) & Small Self Administered Schemes (SSAS)
We can provide limited advice on these contracts but we have a specialist professional connection who can provide a more comprehensive service if required.
Group Pensions
As with individual plans Research are able to provide advice on the full range of pensions available to employees as required
Annuities
It is important to be aware that the company that you have invested with until retirement may not be the best annuity provider and to remember that your health and smoking status at retirement may enable specially enhanced terms to be available thus providing you with a greater annuity. Please contact us with your enquiry.